Management Bios
CD Funding Group is an innovative company born from experienced executives – all with the desire and vision to create better, smarter, more profitable operations for our partnering institutions. Our management team is comprised of successful and established professionals with extensive banking and investment experience. We understand the challenges. We have the solutions.
Timothy J. Bonacci - Managing Director and Co-Founder
Tim has over 20 years experience in the Banking and Wealth Management business and has held many senior positions at two of the country's top super regional banks. Most recently Tim was the Bancorp Managing Director of the Private Client Group at Fifth Third Bank where he was the executive responsible for all sales, relationship management, and product development functions for affluent and high net worth clients. Prior to Fifth Third Tim held various senior positions in Finance, M&A, Strategic Planning, Investment Products, as well as Regional Managing Director of the Wealth Management Group at PNC Bank.
Tim holds an undergraduate degree in Economics from the Pennsylvania State University , an MBA in finance from St. Joseph 's University, a Post MBA in Accounting from St. Joseph 's University, and attended an Executive Education Program from the Wharton School of Business. Tim is active in several charitable organizations and is presently on the board of the Cincinnati zoo.
Tim Bonacci is the President & CEO of CD Funding Securities, LLC and holds series 24, 4 and 7 licenses.
Lewis B. Carlisle - Managing Director and Co-Founder
Lewis Carlisle brings extensive experience in the brokerage and banking industry with specialized expertise in fixed income, derivatives, and wealth management. Lewis has over 20 years of experience selling financial services directly to clients and through other financial professionals. He began his career in traditional bank lending at Citizens and Southern National Bank in Atlanta and subsequently spent 10 years at one of the nation's leading regional brokerage firms JJB Hilliard, WL Lyons and their parent company, PNC Bank. As manager of the taxable fixed income trading desk, Lewis sold an array of fixed income products through the over four hundred brokers of the firm and became a top tier salesperson in wealth management. Most recently Lewis was the national director of derivatives and hedging strategies for the Private Client Group at Fifth Third Bank. Lewis created and grew the department into one of the largest regional derivative sales organizations in the country.
Lewis holds a degree in finance and management from Valdosta State University. Lewis Carlisle is the EVP and COO of CD Funding Securities, LLC and Holds series 24, 4, and 7 licenses as well as Health and Insurance licenses.
Susan Caverly – Senior Vice President, Regional Relationship Manager
Susan has several years experience in sales and relationship management in the banking industry. She began her career in corporate lending at BankBoston, where as VP-Relationship Manager for large multinational clients, she originated capital market transactions, structured complex multi-bank credit facilities and cross-sold treasury and other banking products. Most recently, as VP of Sales and Business Development for EstateWorks, Inc., Susan sold software services to banks, trust companies and law firms. She was instrumental in the company's early stage research and product development, and subsequently sold the service to several of the leading banks, trust companies and law firms in the country.
Susan graduated from Phillips Academy Andover, and earned a BA from The University of Vermont, an MBA in finance from Southern Methodist University and a Masters of International Management from Thunderbird School of Global Management.
Susan Caverly is also a series 7 licensed sales representative with CD Funding Securities, LLC.
Adam Contino – Chief Operations Officer
Adam has 20 years of experience in banking and as a management consultant. Most recently, Adam was a Vice President at Fifth Third Bank where he held various leadership positions in Finance, IT and Consumer Lending. His leadership responsibilities included Financial Systems, Business Intelligence, Student Lending, and Fifth Third Title. Prior to Fifth Third, Adam worked as a Senior Manager in the Finance Transformation practice of Deloitte & Touche and as a Senior Manager in the Financial and Economic Consulting practice of Arthur Andersen.
Adam holds a degree in finance from Iowa State University , is a CPA, and is a member of the AICPA.
J. Travis Rice, CIMA® Senior Vice President - Institutional Division Manager
Travis brings nearly 20 years of banking and investment management experience to his role as manager of institutional sales and service at CD Funding Group. Most recently, Travis was Managing Director of PNC Institutional Investments, one of the largest institutional investment firms in the Mid-Atlantic region with over $17 billion in institutional assets under management. In a number of senior leadership roles, Travis has been responsible for leading the development and implementation of sales strategies and business plans designed to maximize sales growth and profitability and to optimize client service. Travis has also led a number of product development initiatives and the implementation of go-to-market strategies for new, competitive products for institutional investors. Travis was previously with Fifth Third Trust and Investments, responsible for sales and service to middle market institutional clients.
Travis is a Certified Investment Management Analyst. He holds an MBA from Xavier University and a BA in Biology from West Virginia University. He has attended executive leadership programs at the Wharton School of Business and is a graduate of Leadership Louisville and the Bingham Fellows. He is a member of the Investment Management Consultants Association and the Structured Products Association.
Travis Rice is also a series 7 licensed sales representative with CD Funding Securities, LLC.
Other Management Input Positions
CD Funding Group has several Advisory Board members who are experienced individuals who have led highly successful careers in the Banking, Legal, and Accounting industries. This provides an additional level of knowledge, contacts, and oversight to the firm.